iShares S&P 500 Index shares owned by Premier Path Wealth Partners
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Premier Path Wealth Partners
from 13F filings
Historical chart of Premier Path Wealth Partners investment in iShares S&P 500 Index
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All positions including iShares S&P 500 Index held by Premier Path Wealth Partners consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in iShares S&P 500 Index by Premier Path Wealth Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $5.3M | 8.0k | 669.30 |
| 2025-06-30 | $4.9M | 7.9k | 620.90 |
| 2025-03-31 | $3.8M | 6.8k | 561.87 |
| 2024-12-31 | $4.1M | 6.9k | 588.70 |
| 2024-09-30 | $3.9M | 6.8k | 576.81 |
| 2024-06-30 | $3.9M | 7.1k | 547.26 |
| 2024-03-31 | $2.2M | 4.2k | 525.70 |
| 2023-12-31 | $2.1M | 4.4k | 477.60 |
More positions owned by Premier Path Wealth Partners
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